7 Ways to Simplify Project Management in Teamwork Projects

For managing an overstuffed pile of projects with the least amount of hassle, you lot tin't do much better than Teamwork Projects, one of our Editors' Choices for projection direction software solutions. Sporting a modern, intuitive user interface (UI) and a characteristic gear up surfacing the simplest, most user-friendly functionality upfront, Teamwork Projects is an easy option for keeping projects organized and teams on task.

Considering Teamwork Projects has such great functionality out of the box, businesses may not realize at that place are a host of useful features and integrations nether the surface to further customize and simplify the project management experience. The following seven tips can assist your team focus in on completing projects and maximizing productivity on both desktop and mobile.

1. Embrace Templates

To assist yous save time on repeat tasks and similar projects, Teamwork Projects allows yous to save whatever project as a template. To re-create a projection and designate it as a template, click the Options button on the overview page of any project and select "re-create/move this project." From there, you can rename the projection equally a item blazon of template or modify the start date and update individual items to turn that project framework directly into your next project.

You lot can likewise save a task list as a template. Within whatsoever task list in Teamwork Projects, you can click into the options and select Templates to save that job listing as a template (along with any notes about the list's employ instance). When creating the job list template, you can likewise designate whether you'd like to include completed tasks and determine whether it should be a public template or a private template solely for your company. To add that job listing to a new or existing projection, select New Task List and click into the Advanced tab to view bachelor templates.

2. Tag Everything

Some other mode Teamwork Projects keeps things organized is past giving you lot the option to characterization every aspect of a projection. Teamwork recently introduced a new feature called Task Tags, which is accessed via a tag icon at the far right of any project in a listing. This pulls up a color-coded list of bachelor tags including Approved, Denied, Invoiced, For Review, or Pending. You can also add custom Task tags, label a project with multiple tags, or merge tags. The feature also includes an administrative setting to designate whether merely administrators or all team members can create tags.

Tasks aren't the only project element Teamwork Projects lets you tag. The platform besides includes options to tag files, links, messages, milestones, notebooks, or projects themselves. Tagging works the same way: simply hover over any given file, milestone, or project, select the tag icon, and either choose an existing tag or create a new one.

3. Silence the Racket

For a particularly busy project, perhaps i in which multiple teams are interfacing and there's always a flurry of messages and new updates, users may want to turn off notifications in gild to declutter their inboxes. To turn off specific types of projection notifications, select Edit My Details nether your profile, and under Preferences, plow off the setting to receive task complete emails, status update emails, "added every bit a follower" emails, etc. You can too silence notifications for yourself only on a particular projection by going into the People tab on the projection and selecting the mail icon adjacent to your name. When it turns red, you'll no longer receive notifications for that project.

Teamwork also introduced a new feature last twelvemonth called Filter, which can help declutter a project, job, or milestone dashboard in addition to notifications. By typing a keyword into the Filter bar on the top right-manus side of the dashboard, the layout will then populate with only results containing that keyword. Filters tin as well search by specific tags, to view projects at a particular workflow stage, or by specific user to rails a team fellow member'southward current workload and progress. The Filter bar also works for files, letters, and notebooks.

four. Take the Shortcuts

Teamwork Projects includes a number of congenital-in keyboard shortcuts to save fourth dimension on common actions. Some of the virtually useful ones are:

[E] Edits the current task the mouse is hovering over.
[T] Logs a time postage stamp on the current task the mouse is over.
[South] Starts a timer on the current task.
[F] Quickly attaches files to the chore the mouse is over.
[R] Speedily creates a reminder for the task.
[Esc] Closes/cancels whatever open dialog.
[Yard] Opens the Gantt chart in the project'due south task tab.
[F] Focuses the search box for immediate search input.
[Q] Opens the "Quick Add together" menu on the top left-hand side.
[S] Opens the "Switch Projection" carte du jour.
There are plenty of other shortcuts in the Teamwork Projects knowledge base of operations.

five. Get the Aid Desk Involved

Teamwork Projects integrates with the visitor's Teamwork Desk help desk-bound solution, which allows you lot to add Desk-bound tasks into Projects. To enable the integration from Teamwork Desk, become into Settings from the main dashboard. Choose Add Job to select a project and task list directly from Teamwork Projects; information technology will and so appear marked with a Teamwork Desk-bound icon. Once enabled, Teamwork users tin have advantage of Desk features such as the Smart Inbox to turn customer issues into tickets, which can so be transformed into projects and completed in Teamwork Projects.

6. Take Advantage of the Mobile Apps

1 of Teamwork Projects' main development focuses in the past two years has been its Android and iOS apps. The event is a pretty good app experience spanning Teamwork Projects and some features of Teamwork Desk and Teamwork Conversation. The Android and iOS apps are useful for starting or logging progress on the main Teamwork Projects components, and the visitor recently implemented a Quick Add together button for the iOS app to add together a chore, event, milestone, write a message, log time, or upload a file. Y'all can also manage team members and statuses on a project, and showtime a chat directly in the app with another user. When creating a task, you can always quickly assign it to yourself by swiping right. Be sure to configure notifications, though, both within the app itself for specific projects and in your smartphone's settings (to ensure you're only receiving the push notifications you lot want).

7. Hook In Extensions and Integrations

Teamwork has added a bunch of useful integrations and extensions to improve project management capabilities on mobile and make things simpler on desktop. The Mobile Share Extension for Teamwork Projects' Android and iOS apps lets users share images, PDF files, or whatever other file type to a Teamwork Projects account with a unproblematic swipe and quick upload. There's also an iPhone integration called Today, which gives users the ability to manage tasks or time from the Today tab on the iPhone lock screen.

Apply the Google Chrome browser extension to add tasks, create projects, log time, and several other options directly from the browser, without requiring the user to take Teamwork Projects open. Add Teamwork Projects for Chrome from the Chrome Web Store to install the extension and, afterward logging in, the extension opens a popular-up box to add a new project, task, etc. When creating a new item, the browser lets you lot set up which users, the type of notifications, and how loftier a priority to set a given chore. Teamwork offers a long list of other third-party integrations likewise, including Xero and Zendesk.

This article originally appeared on PCMag.com.

About Rob Marvin

Rob Marvin

Rob Marvin is PCMag's Associate Features Editor. He writes features, news, and trend stories on all way of emerging technologies. Beats include: startups, business organization and venture capital, blockchain and cryptocurrencies, AI, augmented and virtual reality, IoT and automation, legal cannabis tech, social media, streaming, security, mobile commerce, Thousand&A, and amusement. Rob was previously Assistant Editor and Associate Editor in PCMag's Business section. Prior to that, he served as an editor at SD Times. He graduated from Syracuse Academy'southward S.I. Newhouse School of Public Communications. Yous tin also find his business and tech coverage on Entrepreneur and Fox Business. Rob is as well an unabashed nerd who does occasional entertainment writing for …